You can configure your Dynamics 365 for Sales in SnapLogic using either the Designeror Manager
Using SnapLogic Designer
Drag a Dynamics 365 for Sales Snap to the Canvas and click the Snap to open its settings. Click the Account tab. You can now either use an existing account or create a new one.
Selecting an existing account
SnapLogic organizes and displays all accounts to which you have access, sorting them by account type and location. To select an existing account:
Click the icon to view the accounts to which you have access and select the account that you want to use.
Creating an account
Click Add Accountin theAccount Referencedialog.
Select theLocationin which you want to create the account, select the account type, and clickContinue. TheAdd Accountdialog associated with the account type appears.
Enter the required account details. Enter additional information on this account in the Notes field of the Info tab. This will help you–and other users–understand the purpose of the account, especially if there are multiple accounts of the same type
Click Validate to verify the account, if the account type supports validation.
Click Apply to complete configuring the Dynamics 365 for Sales account.
Using SnapLogic Manager
UseManagerto create accounts without associating them immediately with Pipelines.
Accounts in SnapLogic are associated with projects. You can use accounts created in other projects only if you have at least Read access to them.
In the left pane, browse to the project in which you want to create the account and clickCreate> Account > Dynamics 365 for Sales, followed by the appropriate account type.
TheCreate Accountdialog associated with the selected account type appears.